Senior Trading Analyst

Job Summary

Managing and maintaining internal asset allocation model portfolios and equity SMA strategies across client accounts, the full-time remote Senior Trading Analyst will implement portfolios, oversee portfolio drift and cash needs, and coordinate rebalancing activities to uphold high standards of portfolio management.

Key Responsibilities

• Manage and maintain internal asset allocation model portfolios and equity SMA strategies across multiple client accounts
• Monitor client portfolios for model drift, cash needs, and allocation tolerance thresholds
• Initiate and execute portfolio rebalancing activities to maintain alignment with assigned models

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related business field (preferred)
• Minimum of 2 years' experience in portfolio management, trading operations, investment management, or a similar field
• Series 65 preferred; required for advanced positions
• Experience with portfolio management, rebalancing, or trading systems (preferred)
• Familiarity with trading/rebalancing tools, UMA platforms, and custodial platforms such as Fidelity, Schwab, and Pershing (preferred)